ExpiredVirtual Classroom Training – Delivering Effective Account Reviews

Event Phone: Contact your Business Development Manager

1 hour live virtual classroom training that helps you understand the contract review process and how to deliver it effectively

This session is for anyone involved in making customer renewal appointments.

The account review is a recommended touch point and appointment in the renewal process providing the opportunity for you to understand if anything has changed in the customer’s circumstances and for the customer to understand their current position and to look at future change opportunities. Dealers who implement this as part of their contact strategy are proven to have higher retention and shorter change cycles.

The session will cover:

  • What and why hold account reviews –Setting the scene at point of sale
  • Appointment contact – The process and the call including script examples
  • Account review appointment process – preparation, structure of the appointment and the steps to cover
  • Next Steps – agreed next steps and action plan.

Delegates will be actively involved and will be expected to complete short exercises and participate throughout the sessions.

This will be hosted by a subject matter expert in a studio supported by a background presentation and materials.

Please register your space by completing the booking form. You will be emailed further information including a link and how to log into the session.




  • Session Start Time
    23rd August 2019
    11:30 am - 12:30 pm


United Kingdom


You will be emailed with details on how to connect to the online webinar session once you register

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